Datum Wealth Management fees
Financial planner in Warwick, Rhode Island. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 11, 2026, Datum Wealth Management (Warwick, RI) charges a flat or project fee of $2,000-$10,000 for financial planning.
- Website: datumwealthmanagement.com (opens in new tab)
- Call (401) 450-2004
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change.
- Flat or project fee
- $2,000-
$10,000 Runs from below the Rhode Island median of $4,500 to above it.
“The Advisor also offers stand-alone financial planning services for a fixed engagement fee ranging from $2,000 to $10,000 per engagement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2026
How Datum Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 11, 2026
- CRD number
- 342854 (opens in new tab)
- Phone
- (401) 450-2004
More planners in Rhode Island that publish fees
- Invest Track Financial, LLCWakefieldMonthly $100-$900/mo
- South County Wealth PlanningSaunderstownHourly from $300/hr, Flat from $3,500
- Alvarez & Associates FinancialCentral FallsHourly $200/hr, Flat $750-$1,500
- Hall Capital Management Company, Inc.BarringtonHourly $250-$300/hr, Flat $1,500-$3,000
- Bulldog Financial Planning LLCCumberlandHourly $300/hr
- Breachway Investments, LLCCharlestownHourly $200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.